About Us

Our History

OSC is a second generation, family-owned and operated company and it shows in everything we do. As a client, you are an extension of our family. We are deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth, and discipline of a much larger one.

As fully independent advisors, our mission is to provide investment management and financial planning in a transparent, listen-first approach. We have maintained our independence for over 50 years, evolving our strategies to help you accomplish your life goals.

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What Sets Us Apart

Our team has over 100 years of combined financial services experience. We bring a rich history of credentialed financial service professionals from a multi-disciplinarian background. The result is a unique blend of best practices and years of refinement to our methodology offering our clients financial planning they understand and client service they can feel.

Our Core Values

Our core values guide our efforts and decisions in all that we do.

Gratitude

INSPIRED & INSPIRING

MASTERY

OTHERS FIRST

Collaboration / Teamwork

Meet the Team

Chad Bearden, MBA, AAMS®

Wealth Advisor, Internal Portfolio Analyst

David Beck, AIF®

Sr. Wealth Advisor

Jordan Bingham

Wealth Advisor

Michele Brain

Sr. Client Experience Professional

Shane D. Dir, AIF®, CPFA®

CEO

Ron Elzig, AIF®

Sr. Wealth Advisor, Principal

Ashley Goggins

Chief Compliance Officer, Director of Operations

Lexi Jones

Sr. Client Experience Professional, Service Administrator

Jonny Magee, AIF®

Wealth Advisor

Andrew Turner Headshot

Andrew Turner, CPFA®

Wealth Advisor